Director of Wealth Management - Minnetonka, MN

CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment Advisor (RIA) headquartered in Indiana, offering a uniquely human-centric approach to wealth management through commission-free, transparent, and impactful financial planning and investm ...

Wealth Manager role is responsible for identifying and performing analyses of planning strategies and ensuring client deliverables and reports are developed reflecting these strategies in a timely, accurate and useful manner. · Accredited Investors Wealth Management is currently ...

Job Description · What is the opportunity? · Wealth Management Banker - Support RBC USWM field and management in growing the cash and lending business through serving as the key contact for financial advisors and their clients. The Wealth Management Banker will build Advisor prod ...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partne ...

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role bui ...

JOB DESCRIPTION · At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment ...

The Administrative Assistant provides essential day‑to‑day support to ensure the smooth and efficient operation of the team. This role is primarily responsible for managing complex schedules, coordinating meetings, processing expense reports, and performing a variety of routine a ...

Wealth Management Associate job opening at Curi Capital. · Curi Capital is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. · We are committed to building meaningful relationships and making a diffe ...

Wealth Management Advisors help customers make better financial decisions. · Bachelor's degree or equivalent work experience, · Three to five years of experience in a financial sales position, · FIRNA Series 7, 63, 65 or 66 license, · Applicable state insurance license.Considerab ...

IOCP is searching for its first Wealth Building Manager. Please read on below for more information about this position and how you can apply · Why us? · Star Tribune Top Workplace 2023 – 2025  · Full-time, benefits eligible  · Medical, Dental, Vision, Life Insurance, Long Term Di ...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partne ...

Experienced Financial Advisor · The Foster Klima agency is in MN, ND, and SD. We can only hire Advisors who reside in MN, ND, West Wisconsin, North Iowa, and SD. As a Wealth Manager for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who ...

Experienced Financial Advisor · The Foster Klima agency is in MN, ND, and SD. We can only hire Advisors who reside in MN, ND, West Wisconsin, North Iowa, and SD. As a Wealth Manager for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who ...

We're hiring a Wealth Advisor on behalf of our client—a growing wealth management firm based in Bloomington, Minnesota. · This is a great opportunity for an advisor who is equal parts planner and hunter. · Compensation: $125K-$150K base + 10% bonus + strong upside on new revenue ...

Job Tag: · Posted: March 04,2026 · Salary: $85,000 · A long-standing wealth management client is seeking a Operations Specialist to join its collaborative team. This individual will play a critical role in delivering an exceptional client experience by supporting advisors and ...

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each ...

Wealth Management Investment Consultant will have access to a full product suite and work with clients who typically have between $25,000 and up to $250,000 in investable assets. · Achieve advanced investment education and advice for clients. · Develop personalized financial rela ...

+As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. · +Champion and support your teammates' success and the goals of the bank, · navigating clients through complex financial decisions wit ...

Lido Advisors is a growing and established wealth management firm seeking an experienced Senior Wealth Manager to join our team. · ...

We're hiring a · Wealth Advisor · on behalf of our client—a growing wealth management firm based in · Bloomington, Minnesota · . · This is a great opportunity for an advisor who is equal parts · planner · and · hunter · . · Compensation: $125K-$150K base + 10% bonus + strong upsi ...